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Learn to say no

I always believe that regardless of whether it’s business or in regular day-to-day life, that you ...

What Were They Thinking #51 The Arch Deluxe

When does a burger become a flop? When it costs $300 million, which is what the Arch Deluxe did. &nb...

Don’t shrug your shoulders

One of my pet peeves out there is when you give a list of complaints to a business or an organizatio...

My biggest pet peeve on networking

One of the great joys of my practice is networking with other plan providers. I enjoy meeting people...

The MEP isn’t the end all, be all

I have been hearing a lot from advisors and plan providers about multiple employer plans (MEPs) with...

Pick a marketing/PR firm that understand what you do

There is a running joke from my wife where she tells me that despite 13 years of marriage, she still...

Deadpool 2 is almost as good as the original

I’ve been a big fan of comic books since I was a kid and have enjoyed the last 16 years (since the...

Those University Lawsuits are like shooting fish in a barrel

There have been around 20 class action lawsuits filed against universities for high cost 401(k) and ...

When The Fiduciary Warranty is Dangerous

I don’t pull any punches, so I have certainly written many articles about plan providers issuing s...

The Value and Peril of Flat Fee Billing

I know a thing or two about the virtues of flat fee billing, have done my legal work on the scale wh...